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CDW
CDW

Overview Fund Activity

699 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 263 increasing their positions, 234 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+69
Holders Change %
+10.95%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
114
Increased
263
Reduced
234
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$375M
2
KBC Group
KBC Group
Belgium
$188M
3
AllianceBernstein
AllianceBernstein
Tennessee
$680M
4
Select Equity Group
Select Equity Group
New York
$983M
5
WCM
Wedge Capital Management
North Carolina
$71.4M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$248M
2
Wells Fargo
Wells Fargo
California
$210M
3
ACM
Atlanta Capital Management
Georgia
$232M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.15M
5
AQR Capital Management
AQR Capital Management
Connecticut
$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
626
Arkadios Wealth Advisors
Georgia
$17K -$63.4K -481 -79%
HNB
627
Huntington National Bank
Ohio
$17K +$7.15K +53 +73%
SBL
628
Sargent Bickham Lagudis
Colorado
$16K – – –
DAC
629
Dividend Assets Capital
South Carolina
$16K +$16K +121 New
ST
630
Sageworth Trust
Pennsylvania
$16K +$16K +125 New
Rockefeller Capital Management
631
Rockefeller Capital Management
New York
$15K -$27.6K -215 -65%
CCM
632
Covington Capital Management
California
$15K – – –
FTDI
633
First Trust Direct Indexing
Massachusetts
$15K +$15K +111 New
CCA
634
Childress Capital Advisors
Texas
$15K +$15K +112 New
M
635
MOTCO
Texas
$15K +$15K +116 New
SL
636
Savior LLC
Massachusetts
$14K – – –
PFO
637
Pathstone Family Office
New Jersey
$14K +$14K +104 New
TCM
638
Tradewinds Capital Management
Washington
$13K – – –
CIM
639
Contravisory Investment Management
Massachusetts
$13K – – –
CCA
640
Catalyst Capital Advisors
New York
$13K +$13K +101 New
TFM
641
TFC Financial Management
Massachusetts
$12K – – –
TWA
642
TCI Wealth Advisors
Arizona
$12K – – –
IRC
643
Investors Research Corp
Georgia
$12K – – –
RPWA
644
Regent Peak Wealth Advisors
Georgia
$12K +$12K +92 New
SLF
645
Sun Life Financial
Ontario, Canada
$11K – – –
FGAM
646
Financial Gravity Asset Management
Texas
$11K +$11K +87 New
FMII
647
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
EARNEST Partners
648
EARNEST Partners
Georgia
$10K – – –
IAIM
649
International Assets Investment Management
Florida
$10K +$10K +74 New
SIA
650
SkyView Investment Advisors
New Jersey
$8K +$8K +58 New
24 25
26
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